Get a glimpse into a surety underwriter’s mindset, from recognizing underwriting hot buttons to understanding financial metrics. The presenters will address emerging trends impacting surety, such as AI and bank-fronted surety, and will answer questions posed to sureties by contractors. The information provided could help to improve the dialogue between contractors and their sureties and ultimately allow for smoother surety relationships.

Learning Objectives

• Understand risk elements (e.g., financial metrics, debt profile, etc.) and emerging trends which are the focus of surety underwriting.
• Provide deep insight into the surety underwriting process and how underwriters approach risk.
• Explore concrete examples of red flags for surety underwriting and how contractors can address them.

Level & Prerequisites

This is a group-internet based course at the Basic Level. No prerequisites or advanced preparation required. 

CPE Information 

Earn 1.5 CPE credits in the field of Accounting. Please note that CPE credit can only be earned by attending the live session and is not available by watching the recording.

CCIFP Information

Earn 1.5 CCIFP Professional Development credits toward the General or Construction Knowledge Requirement.

Who Should Attend?

• Business Owners
• CFOs
• Controllers
• CPAs
• General Contractors
• Professional Advisors

Mike Bond, Chief Underwriting Officer, National Accounts, Markel Surety
Scott Rooney, Manager, Surety, Marsh & McLennan Agency 

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